First Global
Firm details
- Headquarters
- North Harrow Middx,
- CRD number
- 312469
- Registered since
- May 12, 2021
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles54.28%
- Individuals26.1%
- HNWI16.3%
- Investment Companies3.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Global operates as a hedge fund and is classified as a foreign entity. The firm was established in 2021 and is registered with the SEC. It provides portfolio management services primarily for individuals, small businesses, pooled investment vehicles, and institutions. The firm does not actively pursue ESG investments and operates without a multi-state advisory structure. First Global has a diverse client base that includes both individual and institutional investors, and it employs a fee structure based on a percentage of assets under management (AUM) and performance-based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Devina Mehra
FounderCRD 3264675
Neeraj Khanna
DirectorCRD 7332460
Rajesh Pore
DirectorCRD 7601676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Harrow Middx, null
Location
North Harrow Middx, null
Headquartered in North Harrow Middx, null.
- Address
- 46 Sta Rd
- Office locations
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